Global Finance and Business Management, Associate
Not Disclosed•Full-TimeOn-site
location_onP.S. 133 William A. Butler, 610, Baltic Street, Park Slope, Brooklyn, Kings County, New York, 11217, United States
About the Role
As a Treasury - Capital Management professional within the Commercial & Investment Bank Treasury team, you will play a pivotal role in shaping the firm's financial strategy. Your primary focus will be on capital management, supporting the development and execution of strategies that influence, optimize, measure, and report on business performance. This position offers unique exposure across the firm's Treasury teams, allowing you to collaborate with partners who manage the business's balance sheet, funding, and liquidity strategies.
You will serve as a trusted partner to various stakeholders across the firm, driving business results while strictly adhering to regulatory constraints and internal controls. The role involves assisting the department with special projects and components of broader initiatives as needed, ensuring that capital allocation frameworks and methodologies remain robust and aligned with the Commercial Investment Bank's goals.
The Impact
In this position, you will help drive consistency in financial resource allocations and business incentives across the firm, product segments, regions, and client levels. You will be instrumental in the development, implementation, and ongoing monitoring of the CIB capital framework, including data aggregation for pro forma analyses and real-time reviews of new business opportunities. Additionally, you will assist in routine and ad-hoc reviews of business-level returns on capital-consuming activities, ensuring alignment with metrics such as Return on Equity (ROE) and other resource constraints.
You will also act as a subject matter expert on current and future regulatory rule changes, such as Basel 3 Endgame and Federal Reserve stress testing regimes. By evaluating potential impacts on the CIB and developing mitigation strategies, you will support critical reporting inquiries for quarterly earnings, Investor Days, and executive reviews. Your work will directly enhance controls, streamline processes, and introduce automation to improve operational efficiency.
Equal Opportunity Employer
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Work location
Work model: On-site
P.S. 133 William A. Butler, 610, Baltic Street, Park Slope, Brooklyn, Kings County, New York, 11217, United States
New York, New York
Key Responsibilities
- check_circleDrive consistency in financial resource allocations and business incentives across firm levels
- check_circleDevelop and monitor the CIB capital framework including data aggregation and pro forma analyses
- check_circleAssist in routine and ad-hoc reviews of business-level returns on capital-consuming activities
- check_circleOversee operational forecasting and budgeting tasks for CIB financial elements on a monthly and quarterly basis
- check_circlePartner with internal stakeholders to improve business tools and provide real-time performance insights
- check_circleAnalyze regulatory rule changes and evaluate their impacts on firmwide capitalization decisions
- check_circleEnhance controls and streamline processes by introducing automation where possible
Requirements
- verifiedBachelor's degree in Accounting, Finance or a subject of a technical nature
- verified5+ years of work experience in Financial Services and/or accounting/controller background
- verifiedProficient in Microsoft Excel and PowerPoint
- verifiedExperience with Alteryx, Tableau, and AI tools
- verifiedProfessional accounting or financial qualification (e.g., CFA, CPA, CA, ACCA) preferred
- verifiedKnowledge of U.S. implementations of Basel regulatory capital rules preferred
Nice to Have
Professional accounting or financial qualification (e.g., CFA, CPA, CA, ACCA). Experience in analytical reviews and presentation of business performance. Previous experience in a finance or planning role in banking or financial services. Strong fundamental understanding of bank profitability, key drivers of risk and return, and the impact of external trends or industry regulation. Experience with financial resource management in a bank treasury environment, supporting different CIB products (Banking and Markets). Knowledge of U.S. implementations of Basel regulatory capital rules (e.g., leverage requirements, Risk-weighted assets, GSIB, SCB, CCAR).
